Physician Wealth Solutions Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Physician Wealth Solutions Inc. disclosed 43 stock positions valued at approximately $254.17M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $254.17M
Holdings by Sector
Physician Wealth Solutions Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 15.12% | 734,118 | -1,300 | -0.18% | $38,438,425 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 9.27% | 587,599 | +44,870 | +8.27% | $23,574,480 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 7.14% | 464,572 | +1,846 | +0.40% | $18,146,172 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 5.15% | 157,689 | - | - | $13,092,918 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.15% | 329,520 | -8,171 | -2.42% | $13,088,522 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.93% | 332,904 | -6,879 | -2.02% | $12,520,523 |
| AMERICAN CENTY ETF TR | AVRE | Other | 4.66% | 266,862 | -16,812 | -5.93% | $11,835,323 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.50% | 264,022 | -12,068 | -4.37% | $11,429,503 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.29% | 92,547 | -4,138 | -4.28% | $10,899,221 |
| VANGUARD MUN BD FDS | VTEB | Other | 3.98% | 213,821 | -17,738 | -7.66% | $10,126,585 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.43% | 96,708 | -16,142 | -14.30% | $8,714,389 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.36% | 182,301 | +9,904 | +5.74% | $8,544,460 |
| AMERICAN CENTY ETF TR | AVDV | Other | 3.23% | 75,084 | -1,220 | -1.60% | $8,212,721 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.55% | 68,940 | -6,931 | -9.14% | $6,481,730 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.97% | 39,114 | -3,407 | -8.01% | $5,010,114 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.91% | 73,187 | -83 | -0.11% | $4,862,535 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.83% | 171,798 | +5,626 | +3.39% | $4,647,149 |
| ISHARES TR | MUB | Other | 1.79% | 44,932 | +20,251 | +82.05% | $4,542,625 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.61% | 52,865 | - | - | $4,092,808 |
| VANGUARD MUN BD FDS | VCRM | Other | 1.58% | 56,204 | -18,512 | -24.78% | $4,022,547 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.86% | 29,864 | +3,579 | +13.62% | $2,175,867 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.78% | 79,164 | +7,157 | +9.94% | $1,989,401 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.61% | 2,532 | -968 | -27.66% | $1,548,976 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.54% | 46,639 | -2,585 | -5.25% | $1,366,999 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.52% | 26,771 | +5,940 | +28.52% | $1,317,669 |
| VANGUARD INDEX FDS | VTI | Other | 0.43% | 2,888 | - | - | $1,080,805 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.37% | 21,368 | -9,854 | -31.56% | $949,795 |
| SPDR SERIES TRUST | HYMB | Other | 0.32% | 34,900 | +34,900 | +100.00% | $819,103 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.30% | 13,196 | +3,602 | +37.54% | $759,562 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.28% | 9,245 | - | - | $706,318 |
Showing 30 of 43 holdings in the latest reporting period.